Clients can use account credit and gift cards to pay for their recurring plan. Once the plan is paid for using a credit card, your clients have flexibility when it comes to how they can pay for their recurring plan.
Please note the following Account Credit limitations:
❗ Initial payments: Account Credit cannot be applied toward the initial payment of a recurring plan.
❗ Plan type: Account Credit can only be used on subscription-based plans, not usage-based plans.
❗ Taxes: Account Credit cannot be used to pay taxes. Any applicable taxes must be charged to the credit card on file.
Apply an Account Credit Towards a Recurring Plan
After you sell the client their plan, you can adjust the payment method for the plan directly from the client's profile!
Click Contacts
Search for the client you would like to update
Find the plan you would like to adjust and click the three dots in the top right corner
Select "View Details"
Scroll down to the "Payment Schedule" section
Identify the future payment you want to apply the account balance to
Click the pencil icon to edit
Under "Additional Payment Method" select "Account Balance"
If it's a larger amount that will cover more than one payment, you can check the box to apply to future payments, otherwise you can leave that box unchecked
Click "Save"
The account balance will be applied when the next payment run